It’s been a happy new year for memory chip firms which have seen rising stock valuations on the back of strong AI and data centre demand.
The continued build-out of data centres globally has hiked demand for systems developed by Nvidia, which in turn uses components designed by SK Hynix and Samsung – the two biggest suppliers of memory chips.
Memory prices could rise another 40% through to the second quarter, according to Counterpoint research.
A specific component called dynamic random-access memory (DRAM) is vital for AI data centres and smartphones.
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